Assistant Library

1. Assistant Overview

The assistants serve as intelligent tools designed to enhance productivity and efficiency in various tasks by leveraging artificial intelligence and data processing capabilities.

These assistants simplify complex processes, automate repetitive tasks, and facilitate better decision-making by providing relevant insights and streamlined workflows.

The use of natural language processing and machine learning enables these assistants to understand user inputs, produce outputs in an accessible format, and adapt to specific business needs.

1. Assistant Library

Here’s the ixHello home page, displaying the library, with the default assistants, which will be described in detail in additional articles.

1. Default Assistants

Pre-configured Virtual Assistants which appear on the home screen include: SmartPlan, SmartNotes, SmartContent, SmartDev, SmartData, SmartHelp. Please see the articles for each Assistant to learn more about their functions.

You can select any of these Assistants by clicking them.

When navigating, keep in mind the buttons on the upper left.

Click the Home button to get back to the Assistant Library.

The New Conversation button is a quick way to start a conversation with the default ix Hello Assistant.

You can change assistants by returning home and searching for an assistant’s name. Also, team Assistants will be available in tabs, which will be shown later.

1. Navigation

In addition to mouse navigation, you can use the keyboard to navigate. You can use arrow keys ↑↓ navigate through search results. PgUp / PgDn keys will also work for scrolling through search results.

1. Recent Conversations

Recent conversations track your recent questions or requests, if you have any. It will auto update and will be categorized by time frame, such as Today, Yesterday, Last Week, and Last Month.

1. Assistant Tabs

Once you have joined teams in ix Hello, the Tabs allow you to jump to team assistants in one click. The Featured tab will always be visible, and it will automatically show a tab for each Team that you are a member of.

1. Assistant Cards

Assistants are organized with a visual card interface. These have clickable areas, such as an icon, title and description. The cards also allow for pinning, editing and deleting assistants.

1. Pinned Assistants

You can pin your most frequently used assistants for easy access and navigation, to keep them at the Top of the left-hand side menu. Clicking on the pin will turn it red and the card for this assistant will subsequently appear on the left-hand side. You can pin/unpin assistants (max 10 at any given time). They are ordered by the most recently added.

Assistants can also be edited or deleted from the card view. This is an option only if you created the Assistant.

1. Frequently Asked Questions

• Can you use the drop-down after the update?

  • No. The card-based UI replaces the previous drop-down interface completely.

• Can you delete pre-configured assistants?

  • No. Featured assistants like SmartPlan and SmartHelp are non-deletable.

• What happens if you pin more than 10 assistants?

  • The UI alert will prevent pinning beyond 10 and prompt you to unpin one first.

• Will pinning/unpinning sync across tabs or sessions in browser?

  • Yes. It reflects in real time and is saved for you.

• What if you belong to multiple teams?

  • Each team gets a dedicated tab with all assistants shown.

• Is search case-sensitive?

  • We used existing, case-insensitive logic for search.

• Are pinned assistants impacted by search?

  • No. Pinned and Recent sections remain static during searches.